Totals
- Total revenue
- $4,008,600
- Total expenses
- $3,493,577
- Contributions and grants received
- $969,611
- Grants paid
- $31,500
- Program service revenue
- $2,997,238
- Investment income
- $41,751
- Other revenue
- $0
- Total assets, end of year
- $2,262,934
- Total liabilities, end of year
- $1,177,513
- Net assets or fund balances, end of year
- $1,085,421
- Program services expenses (Part IX)
- $3,312,281
- Management and general expenses
- $105,614
- Fundraising expenses
- $75,682
- Program service expenses (Part III)
- $3,312,281
Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$392,319
-
1f · All other contributions, gifts and grants
$577,292
-
2a · Program service revenue: MENTAL HEALTH INCOME
total $2,997,238 · related or exempt $2,997,238
-
3 · Investment income
total $41,751 · excluded $41,751
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $31,500 · program services $31,500
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $177,733 · program services $151,073 · management and general $17,773 · fundraising $8,887
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,386,127 · program services $2,318,951 · management and general $16,837 · fundraising $50,339
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $170,879 · program services $162,777 · management and general $3,985 · fundraising $4,117
-
10 · Payroll taxes
total $198,995 · program services $195,687 · management and general $2,221 · fundraising $1,087
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $28,036 · program services $26,789 · management and general $645 · fundraising $602
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $3,009 · program services $2,921 · fundraising $88
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $220,039 · program services $209,037 · management and general $4,401 · fundraising $6,601
-
17 · Travel
total $4,904 · program services $4,904
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $37,797 · program services $35,907 · management and general $756 · fundraising $1,134
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $4,391 · management and general $4,391
-
23 · Insurance
total $19,564 · program services $18,701 · management and general $533 · fundraising $330
-
24a · Other expenses: BK. CHGS., C.C. FEES& OTHER
total $129,414 · program services $76,781 · management and general $52,071 · fundraising $562
-
24b · Other expenses: SUPPLIES
total $45,721 · program services $45,317 · management and general $235 · fundraising $169
-
24c · Other expenses: TELEPHONE
total $35,094 · program services $31,584 · management and general $1,755 · fundraising $1,755
-
24d · Other expenses: Postage and Shipping
total $374 · program services $352 · management and general $11 · fundraising $11
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $560,810 · end of year $1,016,539
-
3 · Pledges and grants receivable
beginning of year $222,776 · end of year $248,276
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
beginning of year $3,800 · end of year $5,840
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $14,400 · end of year $23,775
-
10a · Land, buildings and equipment: cost or other basis
$43,516
-
10b · Land, buildings and equipment: accumulated depreciation
$28,047
-
10c · Land, buildings and equipment, net
beginning of year $13,241 · end of year $15,469
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $636,233 · end of year $953,035
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $239,555 · end of year $219,805
-
25 · Other liabilities
beginning of year $641,307 · end of year $957,708
-
27 · Net assets without donor restrictions
beginning of year $514,075 · end of year $1,047,290
-
28 · Net assets with donor restrictions
beginning of year $56,323 · end of year $38,131
Mission and programs · 2024
Mission
SHANTI ORANGE COUNTY STRENGTHENS THE HEALTH AND WELLBEING OF ORANGE COUNTY RESIDENTS IN NEED THROUGH INDIVIDUALIZED, CULTURALLY SENSITIVE AND LIFE AFFIRMING MENTAL HEALTH SERVICES, COMMUNITY OUTREACH, AND SUPPORTIVE SERVICES FOR THOSE AFFECTED BY HIV/AIDS AND OTHER CHRONIC DISEASES.
-
MENTAL HEALTH SERVICES - PROVIDES PSYCHOLOGICAL AND EMOTIONAL SUPPORT THROUGH INDIVIDUAL AND GROUP THERAPY TO 1,435 INDIVIDUALS LIVING WITH HIV/AIDS.
Expenses $2,610,341
-
CASE MANAGEMENT, MEALS, COORDINATION AND CLIENT ADVOCACY - PROVIDES CASE MANAGEMENT, CLIENT ADVOCACY, AND HOME DELIVERED MEALS TO 150 INDIVIDUALS LIVING WITH HIV/AIDS.
Expenses $443,700
-
PREVENTION EDUCATION OUTREACH - RESOURCE LIBRARY, EDUCATIONAL SEMINARS AND WORKSHOPS, AMBASSADORS OUTREACH, HEALTH FAIRS, PREVENTION EDUCATION OUTREACH AT HIGH SCHOOLS, COLLEGES, WORKSITES SERVICE ORGANIZATIONS, FAITH BASED ORGANIZATIONS, TREATMENT CENTERS, HIV TESTING, ALCOHOLICS ANONYMOUS GROUP, YOUTH GROUP, AND EDUCATIONAL OUTREACH TO 4,000 CLIENTS ANNUALLY.
Expenses $144,201
-
SHANTI ORANGE COUNTY PARTNERED WITH UNITED WAY IN THE EQUITY IN ORANGE COUNTY PROJECT TO ADVOCATE FOR SYSTEMS AND POLICY CHANGE FOR LGBTQ COMMUNITY IN ORANGE COUNTY. SHANTI IS THE BACKBONE AGENCY FOR GRANT FUNDING FOR THIS PROJECT, AND 4 SUBGRANTEES WERE CONTRACTED FOR THE GRANT PERIOD.
Expenses $114,039
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lindsay FitzpatrickLINDSAY FITZPATRICK
EXECUTIVE DIRECTOR
- Total calculated
- $183,722
- From this org
- $169,426
- From related orgs
- $0
- Other
- $14,296
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,426
- Bonus
- not reported
- Other
- not reported
- Deferred
- $13,982
- Nontaxable benefits
- $314
- Filer's total
- $183,722
-
Veltria RomanVELTRIA ROMAN
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Donald ShumDONALD SHUM
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy AncaladeJEREMY ANCALADE
Chairman
- Total calculated
- $0
- Hours/week
- 5
-
Andrew NguyenANDREW NGUYEN
Director
- Total calculated
- $0
- Hours/week
- 2
-
Trisha BurkeTRISHA BURKE
Director
- Total calculated
- $0
- Hours/week
- 2
-
Carlos TorresCARLOS TORRES
Director
- Total calculated
- $0
- Hours/week
- 2
-
Shawn IngramSHAWN INGRAM
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Judy Mina-BallardJUDY MINA-BALLARD
Secretary
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
RADIAN HEALTH CENTERS
$10,500
-
THE LGBT CENTER
$10,500
-
VIET RAINBOW OC
$10,500
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503459349300520
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